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Features Overview

Improve Business Efficiency with Virtual Cabinet

Popular Features

E-Signatures

Speeds up the process of obtaining approvals and completing business transactions.
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Content collaboration with Virtual Cabinet Document Management

Content Collaboration

Connect all departments with clients through Virtual Cabinets simple, secure and streamlined.
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Document Creation with Virtual Cabinet Document Management

Document Creation

Quickly create templates that will fill in information automatically for commonly used documents.
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Document Storage

Store your documents by using on-premise file storage with Virtual Cabinet and cloud document storage with Client Portal.
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Secure File Sharing

Send large documents, to clients, suppliers and customers securely via the Client Portal
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GetBusy

Communicate and collaborate with equal focus, both internally and externally, on any project, task or piece of work.
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Reporting

Comply with strict privacy laws and ensure high quality staff output with Virtual Cabinet Reporting.
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Access Controls

Set industry leading security controls for all users to protect critical business content at all stages of its life.
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Automatic Filing

Automatically file emails and attachments, Practice Management files and scanned documents into Virtual Cabinet.
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Cloud Client Portal

A secure online workspace where you can share content, manage approvals, track activity, and communicate safely with your clients
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Content Searching

Powerful content searches across all major file formats, with additional search indexes within document contents.
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Compliance

Comply with data protection laws and regulations by securely organising and storing business documents.
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Document Retention

Setup an Archiving policy. Delete old documents with Document Retention, simplify your system and comply with strict privacy laws.
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Filing Standardisation

Establish a standardised filing structure for your documents making indexing and retrieval easier and efficient.
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Mobile App

Easily access your documents anywhere, anytime. Transform how you work and elevate your client experience.
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Multiple Branding

Create multiple branded client portals for your customers that cater to different business services or departments.
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Version Control

Keep track of changes to documents over time, set permissions and rollback with Version Control.
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Integrations

Microsoft Office Plugins, to CRM Integrations, and custom solutions.
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Workflow Automation

Automate business processes to stay productive, ensure compliance and increase visibility of job completion.
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100's of powerful integrations

Microsoft Office plugins, to CRM integrations, to custom solutions.
Our powerful integrations bring all your data together into one place.
Reckon APS, Accounting Practice Management Software integrates with Virtual Cabinet -logo
Iris, cloud applications for accountants integrates with Virtual Cabinet
Star is the professionals' No.1 choice for practice management solutions software - company logo
Myob online accounting software integrates with Virtual Cabinet
Xero, accounting software - logo
FuseDocs, automation platform for accountants, financial planners - integrates with Virtual Cabinet - logo
Microsoft Office suite of products integrate with Virtual Cabinet document management - logo
Core IPS, The Number 1 insolvency software in Australasia - company logo - integrates with Virtual Cabinet
Sage, account and payroll management software integrates with Virtual Cabinet - company logo
ATOmate, Accountancy software  automating the processing of ATO documents. - integrates with Virtual Cabinet - company logo
Symphony, practice management software for accountants- integrates with Virtual Cabinet - Company logo
SSP insurance platform integrates with Virtual Cabinet
Explore more integrations >

Hear From a Few of Our 45,000 Customers

5 gold stars in a row - icon. 5 star review
"We can now retrieve or see a document in 5 or 6 seconds."
Ted Wetton
,
Managing Director
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5 gold stars in a row - icon. 5 star review
“The emails I receive on cases can now automatically be filed to the correct client with Email Capture. This is a huge time saver!"
Sam Bailey
,
Partner
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5 gold stars in a row - icon. 5 star review
"Now we can send a tax return off to a client and get it back from them on the same day within 5 minutes."
George Taylor
,
Practice Manager
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Personalised to your business
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Partner, P.B. Syddal & Co

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